| Q4 2021 |
87 |
$782M |
+$140M |
-$145M |
-$4.56M |
WSC, ASGN, ONTO, SKY, CVCO
|
13F-HR |
2/10/2022, 02:37 PM |
| Q3 2021 |
87 |
$739M |
+$159M |
-$158M |
+$1.79M |
ICLR, WAL, ASGN, WSC, ONTO
|
13F-HR |
11/2/2021, 11:52 AM |
| Q2 2021 |
88 |
$734M |
+$110M |
-$132M |
-$21.9M |
ICLR, ESI, ASGN, WSC, CVLT
|
13F-HR |
8/11/2021, 03:02 PM |
| Q1 2021 |
87 |
$707M |
+$145M |
-$132M |
+$12.5M |
WAL, KNSL, TFII, ASGN, WSC
|
13F-HR |
5/10/2021, 01:41 PM |
| Q4 2020 |
88 |
$643M |
+$123M |
-$132M |
-$9.17M |
KNSL, NTRA, ASGN, PGNY, ESI
|
13F-HR |
2/8/2021, 12:16 PM |
| Q3 2020 |
84 |
$528M |
+$148M |
-$133M |
+$15.1M |
KNSL, EBS, PRAH, CVCO, NTRA
|
13F-HR |
11/5/2020, 03:04 PM |
| Q2 2020 |
79 |
$480M |
+$93.6M |
-$185M |
-$91.5M |
KNSL, LGND, CVCO, ASGN, HMSY
|
13F-HR |
8/5/2020, 04:44 PM |
| Q1 2020 |
73 |
$444M |
+$105M |
-$139M |
-$34.2M |
BIO, KNSL, CACI, RGEN, LGND
|
13F-HR |
4/29/2020, 02:36 PM |
| Q4 2019 |
75 |
$606M |
+$117M |
-$115M |
+$1.31M |
WSC, KNSL, BIO, PRAH, GTLS
|
13F-HR |
2/4/2020, 02:23 PM |
| Q3 2019 |
77 |
$563M |
+$155M |
-$178M |
-$22.8M |
KNSL, CLH, WSC, EBS, BIO
|
13F-HR |
11/5/2019, 02:17 PM |
| Q2 2019 |
79 |
$589M |
+$85.3M |
-$107M |
-$21.8M |
KNSL, WSC, CLH, WMGI, GTLS
|
13F-HR |
8/5/2019, 02:56 PM |
| Q1 2019 |
80 |
$569M |
+$135M |
-$132M |
+$2.64M |
KNSL, WMGI, RP, EEFT, BIO
|
13F-HR |
5/1/2019, 01:40 PM |
| Q4 2018 |
78 |
$477M |
+$141M |
-$160M |
-$19.2M |
KNSL, STRA, MTZ, ULTI, WMGI
|
13F-HR |
2/5/2019, 01:27 PM |
| Q3 2018 |
84 |
$612M |
+$143M |
-$177M |
-$33.4M |
KNSL, STRA, CVCO, WSC, GWR
|
13F-HR |
11/7/2018, 01:47 PM |
| Q2 2018 |
87 |
$591M |
+$158M |
-$140M |
+$17.8M |
MTZ, KNSL, PRAH, CVCO, RP
|
13F-HR |
8/9/2018, 03:03 PM |
| Q1 2018 |
90 |
$526M |
+$147M |
-$163M |
-$16.4M |
MTZ, HEES, KNSL, ASGN, TECH
|
13F-HR |
5/9/2018, 01:04 PM |
| Q4 2017 |
96 |
$531M |
+$141M |
-$126M |
+$14.8M |
MTZ, DY, HEES, CVCO, TECH
|
13F-HR |
2/5/2018, 05:10 PM |
| Q3 2017 |
88 |
$500M |
+$144M |
-$116M |
+$28M |
MTZ, LITE, DY, LGND, KNSL
|
13F-HR |
11/2/2017, 01:05 PM |
| Q2 2017 |
87 |
$441M |
+$145M |
-$147M |
-$1.57M |
MTZ, LITE, DY, KNSL, TLND
|
13F-HR |
8/7/2017, 01:00 PM |
| Q1 2017 |
91 |
$428M |
+$118M |
-$116M |
+$2.19M |
LITE, TSEM, VEEV, DY, TTWO
|
13F-HR |
5/3/2017, 12:40 PM |
| Q4 2016 |
90 |
$398M |
+$107M |
-$114M |
-$6.58M |
TSEM, TTWO, DY, VEEV, WOOF
|
13F-HR |
1/31/2017, 01:20 PM |
| Q3 2016 |
85 |
$369M |
+$88.2M |
-$97M |
-$8.79M |
TSEM, WCN, MTZ, LKQ, WOOF
|
13F-HR |
11/2/2016, 12:56 PM |
| Q2 2016 |
89 |
$355M |
+$96.5M |
-$102M |
-$5.21M |
WOOF, CNC, DY, TTWO, LKQ
|
13F-HR |
8/4/2016, 02:44 PM |
| Q1 2016 |
91 |
$343M |
+$95.6M |
-$104M |
-$8.54M |
WOOF, CNC, WCN, TSEM, ASGN
|
13F-HR |
5/5/2016, 12:55 PM |
| Q4 2015 |
85 |
$356M |
+$110M |
-$189M |
-$79.1M |
CNC, KRE, TSEM, WCN, WOOF
|
13F-HR |
2/2/2016, 03:17 PM |
| Q3 2015 |
89 |
$422M |
+$143M |
-$224M |
-$81.2M |
IWM, MD, AMSF, WOOF, TTWO
|
13F-HR |
11/5/2015, 12:03 PM |
| Q2 2015 |
105 |
$559M |
+$136M |
-$135M |
+$1.32M |
HZNP, MD, CNC, UHS, WOOF
|
13F-HR |
8/10/2015, 01:31 PM |
| Q1 2015 |
107 |
$543M |
+$163M |
-$170M |
-$6.94M |
FICO, ABCO, HZNP, VRNT, CNC
|
13F-HR |
5/5/2015, 06:18 PM |
| Q4 2014 |
112 |
$517M |
+$174M |
-$147M |
+$27.1M |
IDTI, LTM, ABCO, VRNT, AMSF
|
13F-HR |
2/9/2015, 01:31 PM |
| Q3 2014 |
118 |
$457M |
+$128M |
-$124M |
+$4.63M |
IDTI, EXAM, SWKS, VRNT, PATK
|
13F-HR |
11/5/2014, 01:58 PM |
| Q2 2014 |
116 |
$470M |
+$122M |
-$149M |
-$27.2M |
IDTI, PATK, ICLR, EXAM, SSP
|
13F-HR |
8/6/2014, 02:05 PM |
| Q1 2014 |
114 |
$491M |
+$147M |
-$153M |
-$6.59M |
DY, PATK, EXP, MINI, KATE
|
13F-HR |
4/30/2014, 02:02 PM |
| Q4 2013 |
114 |
$478M |
$0 |
$0 |
|
GEOS, ALR, TUESQ, DATA, AMSF
|
13F-HR |
2/4/2014, 05:27 PM |